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Heritage Wealth Management, Inc. /CA/ → SPY
Heritage Wealth Management, Inc. /CA/ SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
50
Latest value
$610K
Q3 2026
Peak value
$20.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $652K |
| Q3 2025 | $2.6M |
| Q3 2025 | $248K |
| Q4 2025 | $666K |
| Q4 2025 | $2.7M |
| Q4 2025 | $217K |
| Q1 2026 | $926K |
| Q1 2026 | $959K |
| Q1 2026 | $624K |
| Q1 2026 | $479K |
| Q2 2026 | $1.1M |
| Q2 2026 | $20.2M |
| Q2 2026 | $14.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $971K |
| Q2 2026 | $971K |
| Q2 2026 | $299K |
| Q2 2026 | $299K |
| Q2 2026 | $2.2M |
| Q2 2026 | $971K |
| Q2 2026 | $299K |
| Q2 2026 | $1.2M |
| Q2 2026 | $672K |
| Q2 2026 | $4.9M |
| Q2 2026 | $4.1M |
| Q2 2026 | $8.7M |
| Q2 2026 | $373K |
| Q2 2026 | $597K |
| Q3 2026 | $1.1M |
| Q3 2026 | $20.7M |
| Q3 2026 | $15.1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $991K |
| Q3 2026 | $991K |
| Q3 2026 | $305K |
| Q3 2026 | $305K |
| Q3 2026 | $2.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.8M |
| Q3 2026 | $305K |
| Q3 2026 | $1.2M |
| Q3 2026 | $534K |
| Q3 2026 | $686K |
| Q3 2026 | $534K |
| Q3 2026 | $534K |
| Q3 2026 | $5M |
| Q3 2026 | $4.2M |
| Q3 2026 | $8.8M |
| Q3 2026 | $381K |
| Q3 2026 | $610K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $610K | 800 | — | — |
| Q3 2026 | $381K | 500 | — | — |
| Q3 2026 | $8.8M | 11.6K | — | — |
| Q3 2026 | $4.2M | 5.5K | — | — |
| Q3 2026 | $5M | 6.5K | — | — |
| Q3 2026 | $534K | 700 | — | — |
| Q3 2026 | $534K | 700 | — | — |
| Q3 2026 | $686K | 900 | — | — |
| Q3 2026 | $534K | 700 | — | — |
| Q3 2026 | $1.2M | 1.6K | — | — |
| Q3 2026 | $305K | 400 | — | — |
| Q3 2026 | $1.8M | 2.4K | — | — |
| Q3 2026 | $1.4M | 1.9K | — | — |
| Q3 2026 | $2.2M | 2.9K | — | — |
| Q3 2026 | $305K | 400 | — | — |
| Q3 2026 | $305K | 400 | — | — |
| Q3 2026 | $991K | 1.3K | — | — |
| Q3 2026 | $991K | 1.3K | — | — |
| Q3 2026 | $1.1M | 1.5K | — | — |
| Q3 2026 | $15.1M | 19.8K | — | — |
| Q3 2026 | $20.7M | 27.1K | — | — |
| Q3 2026 | $1.1M | 1.5K | — | — |
| Q2 2026 | $597K | 800 | — | — |
| Q2 2026 | $373K | 500 | — | — |
| Q2 2026 | $8.7M | 11.6K | — | — |
| Q2 2026 | $4.1M | 5.5K | — | — |
| Q2 2026 | $4.9M | 6.5K | — | — |
| Q2 2026 | $672K | 900 | — | — |
| Q2 2026 | $1.2M | 1.6K | — | — |
| Q2 2026 | $299K | 400 | — | — |
| Q2 2026 | $971K | 1.3K | — | — |
| Q2 2026 | $2.2M | 2.9K | — | — |
| Q2 2026 | $299K | 400 | — | — |
| Q2 2026 | $299K | 400 | — | — |
| Q2 2026 | $971K | 1.3K | — | — |
| Q2 2026 | $971K | 1.3K | — | — |
| Q2 2026 | $1.1M | 1.5K | — | — |
| Q2 2026 | $14.8M | 19.8K | — | — |
| Q2 2026 | $20.2M | 27.1K | — | — |
| Q2 2026 | $1.1M | 1.5K | — | — |
| Q1 2026 | $479K | 11.6K | — | — |
| Q1 2026 | $624K | 19.8K | — | — |
| Q1 2026 | $959K | 28.1K | — | — |
| Q1 2026 | $926K | 1.4K | — | — |
| Q4 2025 | $217K | 10.6K | — | — |
| Q4 2025 | $2.7M | 26.5K | — | — |
| Q4 2025 | $666K | 977 | — | — |
| Q3 2025 | $248K | 9.5K | — | — |
| Q3 2025 | $2.6M | 26.5K | — | — |
| Q3 2025 | $652K | 979 | — | — |
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